JOHNSON & WHITE WEALTH MANAGEMENT LLC

224 St. Charles Way
Suite 200
York, Pennsylvania 17402
Tel: 717-430-0001

About JOHNSON & WHITE WEALTH MANAGEMENT LLC

JOHNSON & WHITE WEALTH MANAGEMENT LLC, formally registered with the SEC as JOHNSON & WHITE WEALTH MANAGEMENT LLC. The firm was established in 05/23/2014. They have over 1 offices throughout the country.

JOHNSON & WHITE WEALTH MANAGEMENT LLC is a York, Pennsylvania based Financial Planning firm with nearly $364,768,820 assets under management, offering retirement planning & investment advisory services to 1262 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169795
SEC#	801-79746
Assets Managed by Firm	$364,768,820
No. of Clients	1262
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1262	$364,768,820
Individuals (other than high net worth individuals)	385	$104,755,142
High net worth individuals	60	$216,829,080
Pension and profit sharing plans	6	$21,638,631
Charitable organizations	5	$3,438,973
Corporations or other businesses	5	$18,106,994

More Retirement Planning firms in York, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in York, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.